Daily Manager_2_Test.xlsm |
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| A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z | AA | AB | AC | AD | AE | AF |
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1 | Instructions for the Daily Manager | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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2 | CHECKLIST SHEET | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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3 | CHECKLIST SHEET | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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4 | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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5 | | R | This helps track daily tasks by providing simple instructions, folder and file locations, and emails that need to be sent | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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6 | | R | The blue column headers indicate a field you can edit | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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7 | | R | The status column is used to indicate the task is completed or not | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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8 | | | w | Double click this column to toggle status | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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9 | | R | The period should be changed after you copy the last month to a new month to start over | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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10 | | R | WD is based on weekdays and non-holiday days | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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11 | | R | Task, Title, are changeable by you | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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12 | | R | The Notes column may have formulas to help with dates and other variables that need to changed | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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13 | | R | The Hyperlink column allows you to open folders or files with the provided path and filename | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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14 | | | w | No other text should be put in these cells other than paths for folders and path/filename combos | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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15 | | | w | Double click the cells in this column to open the source | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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16 | | R | The Email column is to add an email into outlook based on the name of the email instructions in each cell | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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17 | | | w | The name in the cell coincides with a set of instructions on the Email Sheet | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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18 | | | w | Double click a cell in the Email column to create a new email | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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19 | | | w | Right click a cell in the Email column to edit the email instructions and choose yes | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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20 | | | w | It's suggested that a link to the name of the email instructions be put in this cell so that if the name is edited, the link won't break | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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21 | | | | ° | Make sure to anchor the reference with $ | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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22 | | | w | The Crit2 column helps the Workday Calendar | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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23 | | | w | Follow the instructions below under EMAILS SHEET to learn how to edit the email instructions | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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24 | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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25 | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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26 | WORKDAY CALENDAR | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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27 | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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28 | | R | This shows all the daily tasks for a month | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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29 | | R | If there items not finished in the past, the day turns red | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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30 | | R | Items get removed from the calendar as they get checked off on the Checklist | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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31 | | R | Use Ctrl-Up, Ctrl-Down in column B to navigate by month | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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32 | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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33 | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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34 | MANUAL INVOICE TRACKER | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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35 | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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36 | | R | Use this to reminder yourself of tasks that need attention, especially accruals and manual invoices | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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37 | | R | Make sure to populate each column to make it easy on what the outcome should be | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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38 | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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39 | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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40 | EMAILS SHEET | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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41 | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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42 | | R | This sheet is used to provide all the details for a certain email that gets sent monthly | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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43 | | R | Formulas can be used to specify date ranges and other changing parameters | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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44 | | R | The [CSPR] found at the end of subject lines is used by a Rule in Outlook to move them to the Central Services "CSPR Inbox" folder | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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45 | | R | You can input [Emailaddress] as FROM for those emails that are Central Services oriented | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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46 | | | w | Make sure to setup Outlook to show the From field in your outgoing emails | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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47 | | R | Add [Email Address].com to the BCC field so as to not get multiple emails back | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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48 | | R | There are 4 fields that help populate the Body of the email, Body A, Body 1, Body 2, and Date Formula 1 | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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49 | | | w | Because formula cells can only contain 256 characters, Body 1 and Body 2 can be used to extend the text in the email | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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50 | | | w | Use formulas in Body 1 and Body 2, then just concatenate those two fields into Body A | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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51 | | | w | Use the Date Formula field for more complex data calculations and include that in Body A | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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52 | | R | Standard windows formatting cannot be used in emails, like bold, underline, and new lines | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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53 | | | w | Use examples from other email configurations to see how to use HTML formatting | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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54 | | | w | There are simple instructions on the Email sheet | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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55 | | | w | You can put hard returns in the text to show what it looks like, but <br> must be used for Outlook to recognize a new line | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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56 | | | w | Some codes must surround the text, some codes do not | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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57 | | R | Attachments is the name of the file. Use formulas to change dates at the end of reoccuring files | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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58 | | R | Path: add the server location or local path of the attachment | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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59 | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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60 | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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61 | WD MAP | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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62 | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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63 | | R | This is the Workday calculator for determining non-holiday weekdays | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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64 | | | w | This provides information to the Checklist and Calendar | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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65 | | | w | Cell E3 is where you set the first date in the series | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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66 | | | w | It best to cover from January 1st of the last year onward | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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67 | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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68 | HOLIDAYS | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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69 | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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70 | | R | This calculates the holidays based on the rules provided | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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71 | | | w | The only thing that needs changing is the year at the top | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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72 | | | w | There are notes to explain how the formulas work | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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73 | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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74 | SETUP | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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75 | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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76 | | R | There are some tables for validation and the Current Year | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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77 | | | w | The Current Year is used for formulas on the Email sheet | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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78 | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | |
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